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Upstart Holdings

413 hedge funds and large institutions have $3.9B invested in Upstart Holdings in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 135 increasing their positions, 122 reducing their positions, and 49 closing their positions.

Holders
413
Holders Change
+32
Holders Change %
+8.4%
% of All Funds
5.55%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
85
Increased
135
Reduced
122
Closed
49
Calls
$617M
Puts
$494M
Net Calls
+$124M
Net Calls Change
+$110M
Name Market Value Shares Shares
Change
Shares
Change %
IIM
101
INTECH Investment Management
Florida
$2.84M 43,904 -30,230 -41%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$2.84M 43,854 -1,522,662 -97%
MCM
103
Manchester Capital Management
Vermont
$2.79M 43,123 -269 -0.6%
MML Investors Services
104
MML Investors Services
Massachusetts
$2.75M 42,518 +3,476 +9%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$2.74M 42,292 +22,444 +113%
MMEA
106
Main Management ETF Advisors
California
$2.7M 41,781 +684 +2%
Mariner
107
Mariner
Kansas
$2.68M 41,385 +10,776 +35%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2.67M 41,276 +12,617 +44%
MMA
109
Miracle Mile Advisors
California
$2.62M 40,451 +11 +0%
SCM
110
SCS Capital Management
Massachusetts
$2.59M 40,000
TSWM
111
Tyler-Stone Wealth Management
Ohio
$2.56M 39,634 -15,200 -28%
CBA
112
Coastal Bridge Advisors
Connecticut
$2.49M 38,467 +38,467 New
B
113
Bailard
California
$2.48M 38,410 -349 -0.9%
ZIM
114
Zacks Investment Management
Illinois
$2.48M 38,353 -595 -2%
Los Angeles Capital Management
115
Los Angeles Capital Management
California
$2.4M 37,118 -2,321 -6%
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$2.36M 36,427
GCWM
117
Guided Capital Wealth Management
Texas
$2.36M 36,437 +609 +2%
GC
118
Gillson Capital
Illinois
$2.26M 35,000 +35,000 New
SPS
119
Susquehanna Portfolio Strategies
Pennsylvania
$2.21M 34,112 +34,112 New
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$2.2M 33,997 -15,673 -32%
TWA
121
TCI Wealth Advisors
Arizona
$2.16M 33,325 -4,265 -11%
CM
122
Castleark Management
Illinois
$2.15M 33,200 +33,200 New
Dimensional Fund Advisors
123
Dimensional Fund Advisors
Texas
$2.09M 32,384 +87 +0.3%
Ensign Peak Advisors
124
Ensign Peak Advisors
Utah
$1.87M 28,950 -8,586 -23%
AS
125
Altshuler Shaham
Israel
$1.83M 13,000 +2,500 +24%